AWM Investment Company’s Ooma OOMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.98M | Sell |
411,108
-88,591
| -18% | -$1.11M | 0.66% | 41 |
|
|
2025
Q4 | $5.86M | Hold |
499,699
| – | – | 0.57% | 50 |
|
|
2025
Q3 | $5.99M | Sell |
499,699
-232,928
| -32% | -$2.85M | 0.56% | 50 |
|
|
2025
Q2 | $9.45M | Sell |
732,627
-395,153
| -35% | -$5.03M | 1.06% | 36 |
|
|
2025
Q1 | $14.8M | Sell |
1,127,780
-156,800
| -12% | -$2.22M | 2.03% | 16 |
|
|
2024
Q4 | $18.1M | Hold |
1,284,580
| – | – | 2.2% | 14 |
|
|
2024
Q3 | $14.6M | Sell |
1,284,580
-6,888
| -0.5% | -$68.1K | 1.77% | 14 |
|
|
2024
Q2 | $12.8M | Sell |
1,291,468
-118,480
| -8% | -$942K | 1.73% | 15 |
|
|
2024
Q1 | $12M | Hold |
1,409,948
| – | – | 1.58% | 21 |
|
|
2023
Q4 | $15.1M | Hold |
1,409,948
| – | – | 1.99% | 14 |
|
|
2023
Q3 | $18.3M | Hold |
1,409,948
| – | – | 2.71% | 8 |
|
|
2023
Q2 | $21.1M | Hold |
1,409,948
| – | – | 2.86% | 7 |
|
|
2023
Q1 | $17.6M | Hold |
1,409,948
| – | – | 2.39% | 9 |
|
|
2022
Q4 | $19.2M | Hold |
1,409,948
| – | – | 2.77% | 6 |
|
|
2022
Q3 | $17.3M | Hold |
1,409,948
| – | – | 2.64% | 9 |
|
|
2022
Q2 | $16.7M | Buy |
1,409,948
+134,049
| +11% | +$1.78M | 2.63% | 10 |
|
|
2022
Q1 | $19.1M | Buy |
1,275,899
+170,991
| +15% | +$2.89M | 2.46% | 9 |
|
|
2021
Q4 | $22.6M | Sell |
1,104,908
-1,257
| -0.1% | -$25.6K | 2.27% | 13 |
|
|
2021
Q3 | $20.6M | Hold |
1,106,165
| – | – | 2.02% | 14 |
|
|
2021
Q2 | $20.9M | Hold |
1,106,165
| – | – | 2.06% | 10 |
|
|
2021
Q1 | $17.5M | Hold |
1,106,165
| – | – | 1.96% | 16 |
|
|
2020
Q4 | $15.9M | Hold |
1,106,165
| – | – | 2.02% | 18 |
|
|
2020
Q3 | $14.4M | Sell |
1,106,165
-49,856
| -4% | -$760K | 2.36% | 12 |
|
|
2020
Q2 | $19.1M | Sell |
1,156,021
-100,000
| -8% | -$1.25M | 3.34% | 5 |
|
|
2020
Q1 | $15M | Buy |
1,256,021
+3,015
| +0.2% | +$38.1K | 3.97% | 6 |
|
|
2019
Q4 | $16.6M | Hold |
1,253,006
| – | – | 3.24% | 5 |
|
|
2019
Q3 | $13M | Hold |
1,253,006
| – | – | 2.77% | 9 |
|
|
2019
Q2 | $13.1M | Buy |
1,253,006
+23,000
| +2% | +$292K | 2.51% | 11 |
|
|
2019
Q1 | $16.3M | Sell |
1,230,006
-66,700
| -5% | -$1M | 3.21% | 8 |
|
|
2018
Q4 | $18M | Sell |
1,296,706
-24,575
| -2% | -$357K | 3.92% | 2 |
|
|
2018
Q3 | $21.9M | Sell |
1,321,281
-13,770
| -1% | -$221K | 3.63% | 3 |
|
|
2018
Q2 | $18.9M | Sell |
1,335,051
-12,098
| -0.9% | -$142K | 3.15% | 5 |
|
|
2018
Q1 | $14.7M | Hold |
1,347,149
| – | – | 2.83% | 8 |
|
|
2017
Q4 | $16.1M | Hold |
1,347,149
| – | – | 3.12% | 6 |
|
|
2017
Q3 | $14.2M | Buy |
1,347,149
+3,199
| +0.2% | +$28.2K | 2.48% | 11 |
|
|
2017
Q2 | $10.8M | Buy |
1,343,950
+230,872
| +21% | +$2.35M | 1.9% | 19 |
|
|
2017
Q1 | $11.1M | Buy |
+1,113,078
| New | +$10.7M | 2.07% | 15 |
|
Other funds holding OOMA
VCM
TI
AWM Investment Company's OOMA Position: Q1 2026 in Review
AWM Investment Company reduced its Ooma (OOMA) stake by 18% in Q1 2026, selling an estimated $1.11M and leaving 411,108 shares worth $5.98M. The position accounts for 0.66% of the portfolio, ranked #41.
AWM Investment Company first reported a position in OOMA in Q1 2017 and has held it in 37 quarters since. The position peaked at $22.6M in Q4 2021. 157 funds tracked by Wall St. Rank hold OOMA as of Q1 2026.
- AWM Investment Company held 411,108 shares of Ooma worth $5.98M as of Q1 2026.
- AWM Investment Company sold 88,591 Ooma shares in Q1 2026, an estimated $1.11M.
- Ooma made up 0.66% of AWM Investment Company's portfolio in Q1 2026, its #41 holding.
- AWM Investment Company first reported a position in Ooma in Q1 2017 and has held it in 37 quarters since.
- AWM Investment Company's Ooma position peaked at $22.6M in Q4 2021.
- 157 funds tracked by Wall St. Rank held Ooma as of Q1 2026.
Based on AWM Investment Company's 13F filing for Q1 2026, filed 15 May 2026.